Payroll Services & PPS Admin Group is proud to present

1. Payroll Services & PPS Admin Group is proud to present Enhanced PPS Web-based PANs

2. Three “Phases” of Implementation • Enhanced web-based system functions as current system does, no changes to how you receive or review PANs • Mandatory Reviewers use web-based system, Backup Reviewers use email • Refined distribution of PANs

3. Phase 1 – Enhanced System • Seamless for Reviewers, business as usual (same login and menu) • Functionality enhanced • Color, Format, New Tools • Better Navigation & Deletion Options • No changes to routing, review process • Inbox stays same, no deletion or “dumping” of PANs currently there

4. Phase 2 – Routing/Review Changes Notification and review shifts based on level of Reviewer • Mandatory Reviewer – web-based system • Backup Reviewer - email

5. Phase 3 – Refined Distribution • Designate Reviewers by employee type and group • Staff – SMG, MSP, Non-student PSS, Student PSS • Academic - Faculty, Researchers, Academic Misc, Graduate Students • Reduce PANs received by each Reviewer and Reviewers using web-based system

6. Things to Remember • Login for PPS Web-based PAN system uses the same UserID & password as PPS • You can not use any special characters such as: $ * & # in your password • Web-based system is based on real time, no delay or overnight loading of information • Mandatory Reviewers are required to receive PANs via the web • Back-up Reviewers are required to receive PANs via email

7. WebAddresses Production PANs http://prod.ucop.edu/pp3 Acceptance (Test) PANs http://accept.ucop.edu:8131/pp3

8. READY TO SEE A DEMONSTRATION? Let’s Go. . .

9. Notification for Mandatory Reviewer reviewing in web-based system (Sample here is for test/acceptance region, non-mandatory reviewer.) • Back-up Reviewer will see actual PAN in email, not additional notice. This notice would only be sent to mandatory reviewer to remind them to login to web-based system to review. Best Practice Tip: Set-up folder for PANs, mail goes directly to folder and you don’t have to search through inbox or spam folders in email

10. Can also link to production web-based PANs from PPS web page. • Link is in General Information section, titled Web-based PPS Inquiry.

11. Login will look the same as it does now, again notice the website address to make sure you’re logging into the correct region (production versus acceptance/test). Production site will begin with prod.ucop.

12. Menu looks the same, no routing option. • You will see some options that you don’t have access to (i.e. Audit Review). • If you try to use link without access, see message stating you’re not authorized.

13. Sample is Inbox for backup reviewer. Navigation tools: • Total number of PANs at bottom of screen • 10 PANs per page, total pages also listed • Multiple pages, can click number or Next to advance • Go to page button allows you to go beyond page listed on the screen • Next button moves to next page

14. Functionality of headers is same and still sortable. Any header that is underlined is sortable—information can be sorted or grouped using that criteria. • Codes remain the same: • U indicates PAN is unread (status column) • R reflects reviewer is backup reviewer for that transaction • M (not shown) reflects reviewer is mandatory reviewer for that transaction • F (not shown) reflects the PAN was forwarded from another user

15. New color changes make PAN easier to read • Navigation at top of screen: • Return to Inbox • Main Menu • Logout • Printer Friendly Format

16. Top of PAN (go to buttons for sections) • Bottom of screen: • Next and Previous buttons advance or go back one PAN • Go to jumps to PAN number indicated • Return to Inbox is same as at top of screen • Delete button to delete current PAN, will advance to next PAN in inbox • Add Comment button allows you to add comments to PAN • Forward To field is for email address or PPS UserID to send to another PPS user • Directory icon allows you to search PPS directory for user information

17. Inbox list shown • Reviewer can delete list by checking individual boxes or use Delete All Read and delete all PANs that have been opened and reviewed that are still in inbox • Reminder: Mandatory Reviewers must open and review PAN before deleting

18. Notification Selection lets you search for PANs using various criteria • Useful when: • You’ve deleted PANs from your inbox • You didn’t receive a PAN you want to review • You want to narrow the list of PANs in your inbox

19. Search criteria options: • Notification type (all PANs, personnel transactions or payroll transactions) • Notification type by action code, drop down list (can select more than one code, instructions provided)

20. More search criteria options: • Date (drop down list for all in range, current date, 7 days, month) • Can select date range, will only give results for PANs in available range (i.e. prior 3 months) • Department number or Employee ID • Preparer, Reviewer UserID (DVxxxxx) • Directory help available to find UserID

21. Closing Reminders Help available from several resources: • PAN Reviewers Class • PPS and Payroll websites • Help Desk • Payroll Teams • Central Offices

22. Questions? Contact the PPS Help Desk at 752-7750 or by email at ppshelp@ucdavis.edu